Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Accomplishments
Timeline
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Emily Stover

Babylon,New York

Summary

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Advisor

Osaic Wealth, Inc
Wantagh, NY
08.2022 - Current
  • Facilitated client meetings to discuss portfolio performance and suggest modifications as needed.
  • Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
  • Researched economic trends and market conditions to provide up-to-date information on investment options available to clients.
  • Managed relationships with outside vendors such as attorneys, accountants, when necessary.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.

Relationship Manager

Fidelity Investments
Plainview, NY
06.2021 - 08.2022
  • Reviews customer applications and pursue missing information to complete submissions for various types of paperwork.
  • Leverages business partners (POD, Transition Services, etc.) to effectively help clients.
  • Conducts outbound calls to potential clients to help grow branch clientele.
  • Embraced 'going digital' to provide a great client experience.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.

Shift Supervisor

Starbucks
Melville, NY
10.2020 - 06.2021
  • Created and improved daily operational plans including production schedules and optimizing task flows.
  • Collaborated with team members to improve performance and implement training updates.
  • Maintained accurate records of daily transactions and deposits.
  • Communicated clearly with employees regarding job duties, expectations, and policies.
  • Identified opportunities for process improvements through data analysis.

Assistant Studio Manager

Orangetheory Fitness
Plainview, NY
11.2017 - 10.2019
  • Provided training to new employees on company policies and procedures.
  • Oversaw daily cash handling procedures, reconciling discrepancies as necessary.
  • Analyzed market trends to identify opportunities for product expansion or improvement.
  • Provided leadership support during peak business hours by motivating staff members to meet targets.
  • Resolved customer complaints in a timely manner and addressed any issues that may arise during store hours.

Education

Bachelor of Science - Marketing

Molloy College
Rockville Centre, NY
05.2021

Associate of Arts - Liberal Arts And General Studies

Nassau Community College
Garden City, NY
05.2017

Skills

  • Client relationship management
  • Data analysis
  • Marketing and sales experience
  • Public speaking
  • Customer portfolio management

Affiliations

  • Deans list
  • National Honors Society
  • Sigma Beta Delta member
  • Graduated Magna Cum Laude

Certification

  • Series 66 License - 2022
  • Series 7 License - 2021

Accomplishments

  • Excellence in Action winner
  • Rookie of the Year award
  • Partner of the Quarter award
  • Fastest Promotion

Timeline

Financial Advisor

Osaic Wealth, Inc
08.2022 - Current

Relationship Manager

Fidelity Investments
06.2021 - 08.2022

Shift Supervisor

Starbucks
10.2020 - 06.2021

Assistant Studio Manager

Orangetheory Fitness
11.2017 - 10.2019

Bachelor of Science - Marketing

Molloy College

Associate of Arts - Liberal Arts And General Studies

Nassau Community College

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Emily Stover